高盛重申看涨中国股市:沪深300指数年底有望升至4600点

智通财经
Jun 26, 2025

智通财经APP获悉,高盛重申了对中国股市的看涨立场,预计到年底,沪深300指数将上涨10%以上,至4600点。

尽管投资者仍持谨慎态度、且上半年表现平平,但高盛预计,在中国股市在2025年下半年将迎来更强劲的表现,支撑因素包括:政策宽松,企业盈利改善,宏观经济指标趋于稳定。

此外,高盛对中国A股及海外上市的中资股均维持“增持”评级,理由是估值具有吸引力,且随着市场情绪改善,资金有望重新流入。

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